In my experience, sales and marketing Excel templates can help you expedite your data analysis and reporting.
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To help those of you looking for a way to sharpen your Microsoft Excel skills, I’ve put together a detailed list of templates you can start using to simplify your sales and marketing tasks.
Know what’s even better? You can download an Excel template kit in one fell swoop.
Jump ahead:
Why use sales and marketing Excel templates?
Many of us can recall a time in high school when we were sitting in math class and thinking, “When am I ever going to use this stuff in the real world?”
And then, we suddenly find ourselves in the real world, only to realize that numbers do play a pivotal role in what we do. At least, that’s true for me when it comes to digital marketing and sales.
The trouble is that many Excel templates and spreadsheets are riddled with numbers and formulas that aren’t all that inviting. And making them from scratch can be especially intimidating.
While I won’t argue with that, I will say that the advantages of using Excel to organize information and streamline tasks are unparalleled.
Benefits of Microsoft Excel Templates
Microsoft Excel has many capabilities, formulas, and shortcuts:
- It stores data and has tools for data analysis.
- It performs calculations and allows you to use code for automation.
- It allows you to create social media schedules, editorial calendars, campaign trackers, and more.
Before I start talking about all things Excel templates, now’s your chance to refresh your knowledge with this helpful crash course on Microsoft Excel fundamentals.
Marketing Excel Templates
Whether you need a source of truth for stakeholders to look at or a way to track the progress of a specific marketing plan or campaign, here’s a list of my favorite Excel templates to help get the job done.
1. Marketing Planner Excel Template
Download Your Free Excel Marketing Planner Template
This marketing planner template for Excel contains everything you need to plan a wide variety of email marketing campaigns. It contains specific columns for the email’s topic, owner, status, and subject line.
You can supplement this template with a full-on marketing plan, written in Word or Google Docs format.
What I like: You can easily use this template to plan any other progressive marketing effort, such as blogging, content writing, or social media marketing. Simply change the titles of the columns to fit your specific marketing plan, and use the column to the left to track the dates of implementation.
Pro tip: If you struggle to get and stay organized with your email marketing, this is the template for you. Use it to stay on top of your audience segments, the various A/B tests you’re running, and high-level results.
Featured Resource: Microsoft Word Marketing Plan Template
2. Excel Marketing Budget Templates
Download Free Marketing Budget Templates for Excel
If you want to avoid a budgeting mess at the end of the month or quarter, take a look at this collection of marketing budget templates designed to help you better organize your marketing spend.
Check out the master marketing budget template, which allows you to generate a high-level visualization of your monthly and quarterly marketing budget.
There are eight templates to choose from, so you can truly customize the template(s) you choose to your goals. Whether you’re looking to stay on top of product marketing, branding, web redesign, content, or PR, these templates give you a great budgeting starting point.
What I like: From product marketing and website redesign to content marketing and events, these templates serve as a guide for marketers to visualize and track their expenses to avoid overspending.
Pro tip: Choose one area first and get started. Don’t bite off more than you’re prepared to chew — starting simple and slow is the best way to start tracking your expenses.
3. Marketing Dashboard for Excel
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This particular tool allows you to enter metrics by campaign to auto-populate visual and easy-to-read charts. As a result, you can visualize the effectiveness of spending and activity across multiple initiatives.
You can also track the progress of different campaigns and marketing efforts, such as website content and email marketing, as well as ad spend and sales by platform.
What I like: There is no shortage of data to monitor when it comes to marketing. This template makes it easy to understand your marketing ROI and prove the effectiveness of your campaigns to stakeholders and leaders at your company.
Pro tip: Use this dashboard in your next report to show off your department’s success.
4. Excel Monthly Marketing Reporting Template
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Tracking your budget is part of the game. Justifying it is something entirely different. However, every marketing department is under increased scrutiny and pressure to drive ROI.
I find having a tool to stay on top of the results you’re driving makes it easier to focus on your job, so you spend less time managing the admin and reports.
To simplify your reporting, check out these monthly marketing metrics templates and the corresponding PowerPoint template. Each month, you can update them quickly and easily to reflect your monthly visits, leads, customers, and conversion rates.
From there, you’ll have everything you need to track and report on which channels are performing best.
What I like: I mean, come on — is there a feeling sweeter than hitting all of your goals for the month? Leadership loves to see ROI, and these spreadsheets can prepare comprehensive reports of your marketing metrics to send to your boss.
Pro tip: Reporting is the least fun part of marketing for most people, but it’s hyper-important to leadership. Use this template to create impactful visuals perfect for those monthly check-ins that allow you to highlight the value your team brings.
5. SMART Goal Excel Marketing Template
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Whether you’re planning for a new year, quarter, or month, defining a clear set of goals is critical for driving the direction of your marketing efforts.
Start with these SMART goal planning templates. Rooted in specificity, measurability, attainability, relevancy, and timeliness, these templates will help you set your team up for success.
What I like: Its user-friendly and readable format makes it one of the most shareable options on this list. You can easily send it over to your stakeholders without worrying about formatting.
Pro tip: While this template is designed for marketing, you can adapt it for any planning or goal setting, individually or with your team.
6. Excel On-Page SEO Template
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When it comes to SEO, there‘s a lot for marketers to remember to see results. If you’re looking for the light at the end of the tunnel, I suggest pulling up this handy SEO template created in Excel.
Designed to make the process of managing your SEO efforts a whole lot easier, marketers can use this template to guide their strategy step-by-step or pass it off to their webmaster to serve as a helpful guide.
What I like: This template focuses on keywords and SEO best practices, while also providing tips and tricks to identify nuances and increase productivity.
Pro tip: Use color-coded cells to help prioritize your next steps and highlight success. But remember, SEO isn’t one-and-done. Because it’s ongoing, you’ll need to monitor even your most successful efforts on an ongoing basis.
7. Google Ads Campaign Excel Tracker
Download Your Free Excel PPC Campaign Tracker
If you’re doing your Google Ads campaigns right, they probably aren’t “walks in the park.” This Google Ads tracking template is a marketing campaign template that can keep you on top of your Google Ads game.
It‘ll help you catch mistakes and implement best practices across all the different campaigns and ad groups you’re running — for the top, middle, and bottom of the funnel.
What I like: I think it’s a perfect complement to that SEO template you’ve started using. Plus, this tracker will help you get the most bang for your buck from all of those ad campaigns you’re running.
Pro tip: Use your success with Google Ads to drive future campaigns. If you find that “Golden Delicious Apples” is performing well, it’s probably a good idea to create some content or assets related to the topic to support your users’ search intent.
8. Excel Search Insights Report Template
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Ever wished you had a way to identify gaps in your content, do keyword research, and find competitors … then put your findings into a dashboard that makes sense?
You’re in luck. The Excel Search Insights Template is a must-have marketing plan resource for anyone looking to increase organic traffic.
What I like: This is the perfect template to accompany your on-page SEO template. In addition to giving you a solid place to track your SEO efforts, it has a dashboard you can use to report on progress.
Pro tip: I know search insights can feel like a hefty topic to tackle, and this template goes deep. So, if you’re ready to level up your SEO know-how but, after looking at this template, realize you need a refresher, check out this guide.
9. Excel Lead Tracker Template
Download Your Free Excel Marketing Template for Lead Tracking
It’s no secret that sales and marketing have a pretty rocky relationship history.
With this customizable lead tracking template in your toolbox, you’ll have the information you need to reduce tension and define a concrete monthly lead generation goal. You’ll also be able to track and measure the success of specific lead generation channels and keep close tabs on your current sales close rates.
What I like: You can easily supplement this lead tracker with a marketing-sales SLA template to better align your sales and marketing teams — and get one step closer to crushing your goals.
Pro tip: Take a few minutes to look back at all of your past proposals. Send emails that didn’t get to the proposal stage and enter them in your tracker. You might find your new tracker pays off with sales in the first few days.
Featured Resource: Microsoft Word SLA Template for Marketing & Sales
10. Excel Sales Conversion and Close Rate Calculator
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You have to set a conversion goal, but you don’t know where to start. It sounds like you could use a hand in calculating your leads and traffic goals. Let me suggest the Excel template for that.
What I like: You won’t have to sort through these numbers on your own. This template will take care of the math and give you a clear picture of what you need to accomplish to achieve your conversion goals.
Pro tip: Close rates are a great way to identify holes in your process, find quick wins, and celebrate them. Use this tracker to look for regular ebbs and flows as well as surprise changes so you can dig deeper to find out why.
11. Excel KPI Dashboard Template
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If you’re a fan of the monthly metrics template, you might want to grab a copy of this template as well. The essential KPI tracker, shown above, takes the metrics your marketing team has agreed to track and describes them in more detail.
What I like: Using this template, you can assign specific employees to each KPI, define the frequency at which you’ll monitor each KPI’s performance, and assign each KPI a color that reflects the quality of that KPI’s performance.
Pro tip: Need an example? Let’s say one of my company’s KPIs is organic traffic. I could set up my template such that 100 page views per month are red (poor performance), 500 page views per month are yellow (stable performance), and 1,000 page views per month are green (great performance).
12. Excel Marketing Plan Graphs Templates + 50 Hacks
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Pretty graphs make it easier to illustrate your success — and you don’t have to have decades of Excel experience to create and use them. In addition to our guide offering 50+ Excel hacks to shorten the time between beginner and proficient professional, you can snag our easy-to-use graph generator template. Your team and leadership will love the way you represent data.
What I like: I love looking at well-designed graphs — but I hate spending time creating them. That’s why this resource jumps off the page at me.
Pro tip: While usually, I encourage people to take it slow, this can be a lot of fun to play around with. Download this now so it’s ready next time you need to tackle a report. And, it’s never a bad idea to have your brand colors handy so you can create something that wows the company leadership (or your clients).
Sales Excel Templates
Sales is a number-heavy field. Whether we’re talking about sales goals or closed-won ratios, here are a few of my top templates to help expedite the process.
13. Excel Ecommerce Planning Template
Download Your Free Excel Ecommerce Planner Template
Ecommerce stores come with many moving parts. This template, which also includes an ecommerce sales plan and go-to-market template, includes dedicated space for each of your ecommerce vendors.
The kit also includes a marketing plan that guides you through market research, target market analysis, channels and vendors, and more.
What I like: Once your ecommerce store is live and running, you can use the conversion template to track performance across vendors and platforms where products are listed to give you a holistic view of your efforts.
Pro tip: Whether you’re new to ecomm or have a ton of experience, you can use the specifics in this Excel template to spot-check your marketing plan and identify any new initiatives or opportunities.
14. Excel Contact List Template
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In a business, the most important people are your customer or client base. Although your current customers constantly need to be nurtured, focusing on your contact or prospect list is also essential.
The information needed to build a prospect list is elementary. You can use this template to start building this list with the person’s name, title and company, location, and contact information. Additional information could include their industry, employee size, company description, and pain points.
What I like: Once you’ve used a template like this one, you’re ready to upgrade to a CRM, which stores the same information in a more user-friendly format.
Pro tip: Even if you’re using a CRM for most contacts, consider creating a printable book of important contacts to have at the office…just in case.
15. Excel Sales Forecasting Template
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Sales forecasting is similar to weather forecasting. Without the proper tools, it’s impossible to get an accurate idea of what’s ahead.
Excel sales forecasting helps with business planning, budgeting, and risk management. Using this template will help you track business sales, accurately predict your sales revenue, and plan for future growth.
What I like: Sales forecasting is challenging, but this spreadsheet formula makes the process easier. Ultimately, it helps strengthen the sales strategy that you build for your company.
Pro tip: You’re not in this alone. Your bookkeeper or financial team can help you track down the data you need so you can understand what it means.
16. Excel Sales Metrics Calculator Template
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Sales are complex. Once you add sales metrics into the picture, the complications increase.
Not only does this template help you keep track of sales, but it keeps track of your salespeople too. With the sales metrics calculator template, you can calculate customer retention rate, win rates, product revenue, and employee turnover rate.
What I like: I know there are many numbers and figures to calculate, track, record, and document when it comes to sales. This interactive Excel spreadsheet will help you get the job done.
Pro tip: Use this as an opportunity to identify holes in your onboarding and offboarding processes. Yes, sales metrics are important, but if people either leave in the first 90 days or stay for years, it’s time to ask questions. You may have an onboarding or training issue, and it’s an opportunity to give your team training and tools (like these killer Excel templates) to help them succeed.
Project Management Excel Templates
Specific projects require a specific setup, but sometimes, the setup itself can be the most exhausting part. I’ve compiled the following templates to help you manage general projects and track your progress for specific tasks.
17. Excel Social Media Planning Template
Download Your Free Excel Social Media Planner
You might already use a social media scheduler to manage and publish your posts every week, but you still need a place to draft your social copy and decide which posts will go to which social networks.
I like that this social media posting schedule allows you to draft each social post — the time it will post, the message you want to publish, and any link you want to accompany your message (blog post, registration page, an ebook landing page, etc).
What I like: Most social media schedulers allow you to upload social post copy in bulk from a spreadsheet. Once you’ve drafted all of your social posts for the week, month, or quarter, you can easily sort them by social network and import them into your social media platform of choice.
Pro tip: Use this social media marketing plan template to get organized and stay ahead of the game. If you truly are able to plan a quarter at a time, your entire team will thank you for working ahead.
18. Excel Blog Editorial Calendar Template
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Blogging plays a significant role in your ability to attract visitors and leads to your website. But managing a blog is one of those responsibilities that’s easier said than done.
Use this editorial calendar template as the starting point for keeping track of all of your business’s content. It’ll help you be more mindful of topic selection, buyer personas, keyword inclusions, and CTA alignment.
What I like: When I’m struggling with ideation, consistency, or simply just lacking organization, an editorial calendar helps me refocus my blogging efforts to generate even more traffic and leads.
Pro tip: While there is a lot of fancy project management software out there, sometimes simple is best (and hardest to break). You don’t need fancy tools. You just need to get and stay organized.
19. Excel Work Log Template
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How do you keep track of the day-to-day progress of your company, especially when there are people, tasks, and timelines to monitor? A work log template is essential to keeping track.
This template provides you with a project overview that makes tracking easier than ever. The work log template tracks tasks, time, status, and comments.
What I like: If you’re not ready to commit to project management software, you can still monitor the life cycle and progress of your projects with this spreadsheet.
Pro tip: Use conditional formatting based on the status column to help you pay attention to tasks that need additional follow-up. Also, consider adding a team column to track who is responsible for each update, and identify who is knocking out tasks like a superstar.
20. Excel Social Media Content Calendar Template
Download Your Free Excel Social Media Calendar
Since you’re probably generating tons of clicks from your Google Ads campaigns and writing amazing content, I’d imagine you’ll need some help figuring out how to spread the love on social media.
The social media calendar template is the perfect resource for helping you scale and streamline your social media marketing.
What I like: When you use Excel to break out separate worksheets for each social network you‘re using, you’ll be able to keep a repository of content ideas, so you’re never struck by writer’s block and always have something to post.
Pro tip: Once your calendar is defined, it’s incredibly easy to link related files to each item or to track links after they’re published. When that social media ebook scheduled for the second Tuesday is ready, you can link to wherever you’re stashing the content (another Excel marketing plan template, perhaps?) or link it to the live posts.
21. Excel Campaign Planner Template
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Most campaigns have a lot of working parts, so it’s important to stay on top of the tasks that comprise your campaign.
The campaign planner template is the perfect starting point for keeping track of quarterly, monthly, and special campaign deliverables and progress.
What I like: There are great ideas and sample timelines in each of the three main tabs, which helps you evaluate the different aspects you may need to consider.
Pro tip: This is effective if you’re trying to keep all your ducks in a row, or you’re just starting out and need a place to brainstorm and braindump all of the components. From there, you can use this as a project tracker or shift it to project management software.
22. Excel Product Launch Plan Template
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A well-executed product launch can be a key differentiator for successful marketing and early adoption. This product launch plan can help you organize your thoughts around competitive analysis, positioning, and product strategy.
What I like: This template even goes so far as to help you brainstorm pains, proof points, and key messaging for campaigns. That’s a huge win in my book.
Pro tip: Launches are a LOT of work, so use this template to help you create a single place for your messaging and strategy.
Excel your marketing process.
Data is any marketer‘s friend. Even though spreadsheets seem like they’ve been around forever, Microsoft Excel has so many capabilities that still make it an amazing resource for displaying, organizing, analyzing, and parsing data, in my opinion.
With a little bit of Excel magic, you can streamline your workflow and arrive at some a-ha moments from data insights.
Editor’s note: This post was originally published in March 2019 and has been updated for comprehensiveness.
